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The average new car now costs over $50,000, with monthly payments nearing $760.

So how did Ford post its best U.S. sales year since 2019?

In this episode of Market Outsiders, Namaan and Jenny Rae break down how Ford defied expectations in 2025 – despite tariffs, high rates, and weakening EV demand.

They cover:

Why 2025 may have been the first “normal” auto year since COVID
How financing, hybrids, and product mix drove Ford’s outperformance
What Ford must change in 2026 as margins shift beyond unit sales

This is a forward-looking strategy conversation on how automakers adapt when cars start behaving more like platforms than products.

Partner Links:

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Chapters:

03:05 — 2025 Auto Industry Overview
06:33 — Ford's Unexpected Success
08:56 — Consumer Behavior and Car Buying Trends
13:53 — Analyzing the Automotive Market Trends
16:40 — Consumer Behavior and Financing Strategies
19:51 — The Shift Towards Hybrid and Electric Vehicles
22:46 — Sales Performance and Market Share Insights
25:38 — Future Strategies for Automotive Companies
28:30 — Monetizing Customer Relationships Post-Purchase

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S21E28: Ford’s Surprise Comeback: Why $50K Cars Still Sold

Strategy Simplified